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GDV vs SPXX

Comparison between Gabelli Dividend & Income Trust (GDV, ETF) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF).

5-Year PerformanceGDV has outperformed SPXX, delivering a return of +8.6% compared to +7.5%

GDV vs SPXX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GDV
$2.90B
SPXX
$2.90B
Max Drawdown
GDV
73.33%
Winner
SPXX
59.96%
Sharpe Ratio
Winner
GDV
1.56
SPXX
0.84
5Y Beta
Winner
GDV
0.76
SPXX
0.80
5Y Dividends CAGR
GDV
4.00%
Winner
SPXX
7.91%

GDV vs SPXX - Historical Returns

Returns include dividend reinvestment.

1M
GDV
-0.18%
Winner
SPXX
+1.36%
3M
GDV
+9.60%
Winner
SPXX
+12.46%
6M
Winner
GDV
+7.85%
SPXX
+3.81%
1Y
Winner
GDV
+23.42%
SPXX
+13.24%
5Y(CAGR)
Winner
GDV
+8.62%
SPXX
+7.50%
10Y(CAGR)
Winner
GDV
+10.86%
SPXX
+10.16%
Max(CAGR)
Winner
GDV
+8.51%
SPXX
+7.46%

GDV vs SPXX - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearGDVSPXX
2026+7.27%+3.52%
2025+22.91%+11.56%
2024+18.64%+28.64%
2023+11.63%+1.77%
2022-19.09%-7.14%
2021+35.21%+31.06%
2020+4.02%+0.75%
2019+26.19%+23.48%
2018-17.09%-14.40%
2017+23.45%+28.09%
2016+19.57%+14.57%
2015-8.54%+2.35%
2014+6.24%+9.85%
2013+40.03%+15.93%
2012+10.49%+15.76%
2011+5.74%-5.57%
2010+21.68%+13.97%
2009+31.91%+28.61%
2008-44.37%-29.58%
2007+6.34%-4.08%
2006+27.58%+22.10%
2005+4.16%-13.75%
2004-4.13%N/A
2003+0.00%N/A

GDV vs SPXX Drawdown Comparison

The maximum drawdown for GDV was -68.82%, occurring on Mar 9, 2009. Recovery took 956 trading sessions.

The maximum drawdown for SPXX was -52.38%, occurring on Mar 9, 2009. Recovery took 924 trading sessions.

The current GDV drawdown is -1.43%. The current SPXX drawdown is -1.43%.

RankGDVSPXX
#1-68.82%
Jul 13, 2007 - Apr 28, 2011
-52.38%
Apr 12, 2007 - Dec 9, 2010
#2-53.05%
Jan 17, 2020 - Dec 2, 2020
-43.80%
Jun 7, 2018 - Mar 1, 2021
#3-28.61%
Sep 21, 2018 - Jan 16, 2020
-18.59%
Dec 14, 2010 - Feb 13, 2012
#4-28.33%
Nov 16, 2021 - Jul 12, 2024
-18.06%
Jan 12, 2022 - Dec 1, 2022
#5-26.21%
Jun 23, 2014 - Aug 12, 2016
-17.95%
Dec 1, 2022 - Jun 6, 2024
#6-22.59%
Jul 7, 2011 - Mar 16, 2012
-17.67%
Feb 19, 2025 - Jun 30, 2025
#7-16.69%
Dec 17, 2003 - Jun 16, 2005
-14.69%
Nov 30, 2005 - Aug 31, 2006
#8-16.07%
Feb 19, 2025 - May 20, 2025
-14.67%
Nov 24, 2015 - Apr 12, 2016
#9-11.99%
Jan 25, 2018 - Aug 9, 2018
-11.85%
Jan 12, 2026 - May 13, 2026
#10-11.85%
May 1, 2012 - Aug 10, 2012
-11.20%
Oct 1, 2012 - Jan 11, 2013
#11-11.65%
Oct 17, 2012 - Jan 4, 2013
-9.73%
Jun 15, 2021 - Dec 30, 2021
#12-9.76%
Feb 17, 2026 - Apr 17, 2026
-9.68%
Jul 16, 2015 - Nov 3, 2015
#13-9.24%
May 21, 2013 - Jul 17, 2013
-7.94%
Jan 26, 2018 - May 4, 2018
#14-9.08%
Aug 23, 2016 - Nov 23, 2016
-7.77%
Apr 2, 2012 - Jul 27, 2012
#15-8.03%
Dec 27, 2013 - Mar 4, 2014
-7.69%
Jul 16, 2024 - Aug 26, 2024

Correlation

Correlation between GDV and SPXX is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2004 - 2026)

GDV vs SPXX dividend yield comparison.

YearGDVSPXX
20263.12%4.25%
20256.05%7.48%
20245.47%6.87%
20236.10%7.82%
20226.84%7.30%
20215.11%5.27%
20206.15%6.56%
20196.01%6.44%
20187.21%7.98%
20175.64%5.69%
20166.59%5.14%
20156.72%7.75%
20146.23%7.30%
20134.65%7.93%
20125.93%8.66%
20115.84%9.28%
20104.95%8.09%
20097.55%8.56%
200812.62%13.80%
20078.03%9.46%
20065.96%8.36%
20057.26%0.00%
20046.69%0.00%

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